-76.5%
DOCU vs VEU
+56.2%
-132.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.0% |
| 7D | +6.9% | +1.1% | +5.7% | +5.4% |
| 30D | +19.0% | +2.2% | +16.8% | +15.7% |
| 3M | +34.3% | +3.0% | +31.3% | +27.7% |
| 6M | +48.0% | +10.9% | +37.2% | +23.9% |
| YTD | 0.0% | +18.2% | -18.2% | -25.4% |
| 1Y | -10.3% | +28.3% | -38.5% | -41.6% |
| 3Y | +32.4% | +74.6% | -42.2% | -51.6% |
| All | -76.5% | +56.2% | -132.7% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling